Integrate Finpace with Retently
Trigger NPS/CSAT surveys upon form completions or new client creation events to gather immediate feedback on the onboarding process. Sync client data with Retently to maintain up-to-date customer profiles and enhance personalized survey targeting.
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About Finpace
Monitors form completions and client creation events.
Finpace to Retently
1
Form Completed
Triggers when a form is completed.
2
New Client
Triggers when a new client is created.
Retently to Finpace
We don't have any triggers yet
for Finpace, but we're working on it!
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